Mobile App – Mobile Notifications

When you are working on-the-go, you need to know when your mortgage clients are communicating with you, when new leads are sent your way, and when you have an upcoming appointment. The BNTouch Mobile App helps keep you in-the-know with push notifications for important updates within your CRM. You won’t need to worry about missing out on leads, marketing opportunities, or incoming messages, as each notification will link you to the corresponding record, calendar, or conversation within your database.

When you log into the BNTouch app, you can check for any pending notifications by swiping from left to right to open the menu. When you tap “My Notifications”, you will be able to see a list of any of these alerts you have recently received. You can also see these notifications appear when you are using other apps on your mobile device. Tapping these will open the BNTouch app and bring you to this section.

The “My Notifications” list will show many types of new events in your CRM, starting with the most recent. Any that you haven’t opened in the mobile app will appear with a green dot to the left of the alert description. When you tap on a notification, you will be taken to the linked record or other part of the app, and the green dot will disappear from the “My Notifications” list.

You can remove these notifications once you have acted upon them using the circles to the left of the description and the “Delete Selected” button above the list. If you want to clear all alerts in the list, just tap “Select” All.

Many events connected to your user account in your CRM will generate alerts in the “My Notifications” section of the app.

Upcoming events from the “Alerts” section of your CRM dashboard will appear as notification in your app. These include Loan Anniversaries and Birthdays in the next 15 days. Similarly, if you elect to enable a reminder for any calendar task in the Dashboard, an alert will be sent to you according to how early before the event start time you chose when creating the reminder.

When clients and partners communicate with you via their Portal sites, you will get notifications for each message they send. You will also get Portal alerts when clients upload documents for your review, complete their loan application form, or refer their friends to you. Partner Portals will send notifications when a partner submits a new lead to you via their Open House or Lead Submission forms.

If other users in your CRM assign any clients or partners to your account, you’ll receive a notification in your app so you can accept or deny the record. Lastly, you will also get an alert in the “My Notifications” list whenever clients or partners respond to your SMS messages, allowing you to easily follow relevant conversations as they update.